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A Configuration Item (CI) is any service, component, or other asset that needs to be managed in order to deliver an IT service. Information about each configuration item is recorded in a configuration record and each is identified by a unique name. CI names should be concise, follow a consistent format, and contain enough information that a unique name can be assigned to each individual item and the nature of the item is immediately apparent to any user.

Contents

General Principles in Naming CIs

It is unlikely that the same naming standard can be used for all CI classes. The following are general guidelines that should be considered when determining the most appropriate naming convention for a particular CI.

  • A format should be chosen that eliminates the need to ever have to rename the CI throughout its life cycle. Do not include version numbers or release dates in CI names unless you are tracking that specific version of the CI through its entire life cycle.
  • The name should describe the CI in a way that it is recognizable by the majority of users (including clients) who will see it.

  • The name should have the more significant information at the beginning, which will make it easier for systems with autocomplete to find the name when a user searches for it.

  • For hardware, consider including the asset tag ID or chassis serial number in the name. This will uniquely identify the CI and typically will not change during the CI's life cycle.

  • For software, use the common industry name of the product (for commercial products) or the name by which the software is usually referenced (for software developed internally) as the basis of the name.

  • For servers, printers, workstations and other network devices, consider that host names often change and care should be taken when considering them as CI names.

  • Make every attempt to avoid abbreviations, jargon, and slang in CI names. Keep in mind that everyone from end users on the business side to the technical staff called on to provide support will need to understand the name.
  • Use appropriate capitalization in the name. Pay particular attention to acronyms, application software names, and other words that have unusual letter casing. (See Capitalization Conventions for more information.)
  • Under no circumstances should a person’s name be included in a CI name. If, for some reason, a person's name must be included then use the person's home department rather than the person’s name.

Duplication of CI Names

CIs are classified into any number of categories based on the purpose of the item. CI classes typically include IT or business services, hardware, software, buildings, and formal documentation such as process documentation and service level agreements. Every effort should be made to prevent duplication of CI names even across different classes. For example, the name of an application software package often becomes synonymous with the business service supported by the software, as in the following examples:

Application SoftwareBusiness Service
ServiceNowITSM Services
CognosBusiness Intelligence
Xerox DocuShareElectronic Document Management

In everyday use, the application software name is commonly used to refer to both the application and the service. Naming both an application software CI and a business service CI "ServiceNow," even though they are in different configuration classes, leads to confusion when referring to one or the other.


Application Software Naming Standard

Application software CI names should follow the form of:

      {common_name} [({nickname})] [{version}] [ - (owner)]

Where:

{common_name}

The name of the software as it referred to by the majority those who will reference the CI. Whether a commercial product or something developed in-house, this should be the full, formal name of the product (e.g., "Office Suite 2016" or "Graduate Applicant Tracking System") rather than a nickname, abbreviation, or acronym ("Office 16" or "GATS"). While nicknames and abbreviations may be meaningful to frequent users of the CI, they are not so apparent to others who are not as familiar with the application.

{nickname}

Nickname, abbreviation, or acronym for the CI. The nickname should always be enclosed in parentheses to separate it from the full name.

{version}

A version is used to identify a specific baseline of a CI. This information should only be included if the CI is being defined to track a specific version or release of the applicaiton.

{owner}

The name of the primary end user of the CI. This is optional and should only be used to eliminate any confusion about the owner of the CI or to eliminate duplication of CI names. For example, if several departments are using the same same application software but there are separate instances of the software for each department, include the department name as the owner. For example: Office Suite 2016 - (DUE), Office Suite 2016 - (Graduate Division), etc. The owner should always be enclosed in parentheses and separated from the rest of the CI name by a hyphen.

Application Software CI Name Examples

The following are examples of CI names that have been standardized using the conventions described above.

CommonStandard

GATS

Graduate Applicant Tracking System (GATS)

GD ZotPortal Portlets
ES ZotPortal Portlets

ZotPortal Portlets - (Grad Division)
ZotPortal Portlets - (Enrollment Services)

Jack/port location (JPL) databaseJack/Port Database (JPL)

 


Client Device Naming Standard

All workstations, laptops, kiosks, and other network-based client devices have unique host names that are assigned at the time the device is configured for the end user. Host names for client devices are divided into three or four segments with the segments separated by hyphens. The total length of a device name cannot exceed 15 characters. Since host names are unique to the device to which they are assigned, the host name is also used as the CI name for the device. Device host names follow the form of:

      {division}[-{subdivision}]-{type}-{sequence_number}

Where:

{division}

A mandatory two- to four-character code representing the major unit that owns the device.

{subdivision}

If the primary unit is a large one this segment is used to define the subdivision of the larger unit. The subdivision is optional and is separated from the rest of the CI name by a hyphen.

{type}

A mandatory code indicating the type of device. See below for a list of device type codes.

{sequence_number}

A three-digit sequence number beginning at 001. The sequence number has no relation to the device's IP address. Occasionally, sequence numbers may be reissued as devices are retired but the same sequence number will not be issued to more than one device within a particular division, subdivision, and type combination.

Device Type Codes

Only the following device type codes may be used in a device name:

Code

Represents

D

Windows Desktop

MD

Mac OS Desktop

L

Windows Laptop

ML

Mac OS Laptops

V

Virtual Machines

TC

Thin Clients

PRSNT

DEDICATED Presentation Systems

K

Kiosks

Client Device CI Name Examples

The following are examples of CI names that have been standardized using the conventions described above.

Device NameDescription

OIT-WSG-D-001

The first desktop workstation deployed in the Windows Service Group within OIT.

OR-ORA-L-023

The 23rd laptop installed in the Office of Research Administration department within the overall Office of Research.

DTS-K-002The second kiosk system installed for Distribution & Transportation Services.

Technical Notes

NetBios names are limited to a maximum of 15 characters as described in the following articles:


 

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